Be in the know. 35 key reads for Tuesday…

  1. Retail Sales Surge as Shoppers Emerge From Lockdown (Barron’s)
  2. Steroid dexamethasone reduces deaths among patients with severe COVID-19: trial shows (Street Insider)
  3. 10-year Treasury yield climbs above 0.75% on recovery in U.S. retail sales and report of $1 trillion infrastructure spending plan (MarketWatch)
  4. European stocks rally on central bank action and U.S. data (MarketWatch)
  5. A portfolio of stocks being bought by mom-and-pop investors is trouncing Wall Street pros — here’s what they’re buying (MarketWatch)
  6. Oil prices rally as IEA report points to record appetite for crude next year (MarketWatch)
  7. ‘The dollar is going to fall very, very sharply,’ warns prominent Yale economist (MarketWatch)
  8. U.K. and EU Want a Quick Brexit. They Just Disagree on Everything Else. (Barron’s)
  9. Bluebird and Crispr Show Promise for Sickle-Cell Cures (Barron’s)
  10. 10 REITs With Strong Rent Collection and Lower Debt (Barron’s)
  11. Dividend Stocks Set to Benefit From the Search for Yield (Barron’s)
  12. Retail Traders Are Beating Hedge Funds (Barron’s)
  13. Fed Will Amass Corporate Bond Portfolio Using Index Approach Wall Street Journal)
  14. Airlines Are Losing Money. They Will Still Buy a Lot of Planes (Wall Street Journal)
  15. iRobot Cleans Up (Wall Street Journal)
  16. Apple price target raised to $400 from $310 at Cit (TheFly)
  17. BofA boosts Disney target to $146, sees ‘compelling’ entry point (TheFly)
  18. Lennar Corp. (LEN) Tops Q2 EPS by 51c, Offers Guidance (Street Insider)
  19. Major US airlines may ban passengers who don’t wear face masks (New York Post)
  20. Hedge fund coach claims ‘Billions’ trolling her by dressing character in favorite outfit (New York Post)
  21. Trump to Sign Executive Order on Policing (Wall Street Journal)
  22. Fannie, Freddie Tap Wall Street Banks to Advise on Recapitalization (Wall Street Journal)
  23. The coronavirus pandemic can’t stop Americans from buying pickups USA Today)
  24. BofA Survey Finds 78% of Investors See Market as ‘Overvalued’ (Bloomberg)
  25. Supply Chains of 2020 Needing Repair Now Are the Banks of 2008 (Bloomberg)
  26. Oil Rises Above $40 on U.S. Stimulus and Tighter Supplies (Bloomberg)
  27. Light, Fast, and Powerful, the Porsche 718 Also Runs Under $100,000 (Bloomberg)
  28. Ford unveils 2021 Mustang Mach 1 as new global ‘pinnacle’ of pony car lineup CNBC)
  29. 10 tech stocks left behind by the market’s furious rally (MarketWatch)
  30. Investors Approaching Retirement Face Painful Decisions (Wall Street Journal)
  31. Bank of Japan pledges $1tn in coronavirus loans (Financial Times)
  32. More Market Makers To Be Allowed Back On The NYSE Floor Wednesday (Benzinga)
  33. Tesla Says Model S Long Range Plus Finally Received 402 Miles Rating From EPA, Confirms $5,000 Price Cut (Benzinga)
  34. How Tiger Funds Navigated the Market Volatility (Institutional Investor)
  35. Fed’s Powell set to reiterate long U.S. economic recovery, call for more fiscal support (Reuters)

Be in the know. 22 key reads for Monday…

  1. How the Pandemic Has Changed What Home Buyers Want. (Barron’s)
  2. Goldman Says Mom-and-Pop’s Stock Picks Are Trouncing Wall Street (Bloomberg)
  3. Why Investors Shouldn’t Worry About Last Week’s Fall (Barron’s)
  4. Lilly Is Testing Its Arthritis Drug as a Coronavirus Treatment (Barron’s)
  5. Americans Are Driving Again. What That Means for Auto Stocks. (Barron’s)
  6. Get Ready for the ‘Mother of All Bidding-War Seasons’ (Barron’s)
  7. Hedge fund Elliott Management shifts to elephant hunting as fund size balloons (CNBC)
  8. Warren Buffett says this is ‘by far the best book on investing ever written’ (CNBC)
  9. A portfolio of stocks being bought by mom-and-pop investors is trouncing Wall Street pros — here’s what they’re buying (MarketWatch)
  10. China’s factory output perks up but consumers stay cautious (Reuters)
  11. Big money may soon be chasing the ‘Robinhood’ investor (Yahoo! Finance)
  12. Retail investors top Wall Street pros as stock market recovers from coronavirus selloff (Fox Business)
  13. Barron’s Picks And Pans: Chevron, Goldman Sachs, Progressive And More (Benzinga)
  14. AstraZeneca Strikes Deal With Four EU Countries Over 400M Coronavirus Vaccine Doses (Benzinga)
  15. Source image: Unsplash.com
  16. ByteDance Explores Partnership With Singapore’s Lee Business Family For Digital Banking License: Report (Benzinga)
  17. Morgan Stanley Economists Double Down on V-Shape Global Recovery (Bloomberg)
  18. Singapore to Ease Virus Curbs, Resume Most Activities Friday (Bloomberg)
  19. China a Bright Spot for U.S. in Gloomy Global Trade Picture (Wall Street Journal)
  20. Signs of a V-Shaped Early-Stage Economic Recovery Emerge (Wall Street Journal)
  21. Kudlow Urges Replacing Unemployment-Benefit Boost With Return-to-Work ‘Bonus’ (Wall Street Journal)
  22. ‘Billions’ Recap, Season 5, Episode 7: Axe Capital on Drugs, a Scandal and a Firing (Wall Street Journal)

Be in the know. 12 key reads for Sunday…

  1. JPMorgan’s Kolanovic Drops Caution on Stocks, Says Buy the Dip (Bloomberg)
  2. Second Wave Fears Won’t Crush Oil Demand (Futures Mag)
  3. 2 Energy Stocks to Buy in June 2020 (Insider Monkey)
  4. ECRI Weekly Leading Index Update (Advisor Perspectives)
  5. Here’s Proof That the 2021 Ford Bronco Has a Seven-Speed Manual and Crawler Gear (The Drive)
  6. The Cost Of Contact Tracing (NPR)
  7. A Guy Named Craig May Soon Have Control Over a Large Swath of Utah (New Yorker)
  8. Two Investors Search The Globe For An Investment Edge (Podcast) (Bloomberg)
  9. Joe Rogan Got Ripped Off by Spotify? (Marker)
  10. Why the Worst Is Over for Mortgage-Backed Securities, Maybe (Chief Invesment Officer)
  11. Fresh OPEC+ cuts point to crude and condensate supply deficits through 2021 (Oil & Gas Journal)
  12. Bond Moves Up (Variety)

Be in the know. 20 key reads for Saturday…

  1. Lasry: Hertz Debt Is an Opportunity (Barron’s)
  2. Hedge Fund Tips – Who Was Really the Dumb Money? (Zero Hedge)
  3. The Fed Is Optimistic—If Congress Does More Now (Barron’s)
  4. Get Ready for ‘Mother of All Bidding-War Seasons,’ Says Real Estate CEO (Barron’s)
  5. Why Regional Theme Parks Could Be the Place to Be This Summer (Barron’s)
  6. Here’s how the stock market tends to trade after brutal selloffs like Thursday’s (MarketWatch)
  7. Bank of America Stock Stands to Gain on Stress Test and Earnings (Barron’s)
  8. 10,000 Steps a Day Is a Myth. The Number to Stay Healthy Is Far Lower. (Wall Street Journal)
  9. Before Catching Coronavirus, Some People’s Immune Systems Are Already Primed to Fight It (Wall Street Journal)
  10. American Express Gets Nod to Start Operating Card Network in China (Wall Street Journal)
  11. Steven Mnuchin Says White House Considering Second Round of Stimulus Payments (Wall Street Journal)
  12. Twitter Restores Zero Hedge Account After Admitting Error (Bloomberg)
  13. ‘Economists make fortune-tellers look good’: This investment manager thinks the US is on course for a V-shaped recovery as markets ‘have already priced in’ a 2nd wave of coronavirus (Business Insider)
  14. Global stocks could soar 47% from current levels as recent sell-off rejuvenates the bull market, JPMorgan says (Business Insider)
  15. US consumer sentiment jumps the most since 2016 on renewed hiring efforts (Business Insider)
  16. Cliff Asness, AQR Founder and Libertarian Firebrand, Tells Staff That ‘Black Lives Matter’ (Institutional Investor)
  17. Donald Trump’s New Secret Weapon: Boats (Vanity Fair)
  18. 5 Signs This Might Be a New Bull Market (A Wealth of Common Sense)
  19. Jeremy Siegel declares end to the 40-year bull market in bonds (CNBC)
  20. CNBC’s full interview with Ron Baron (CNBC)

Be in the know. 10 key reads for Friday…

  1. 5 Stocks to Rotate to Now as Stock Market Melt-Up Rally Hits a Massive Wall (24/7 Wall Street)
  2. A Tesla Fan Talks Down Nikola’s Highflying Stock (Barron’s)
  3. NASA Needs to Find Ice on the Moon. This Rover Will Lead the Search. (New York Times)
  4. Bankrupt Hertz wants to sell up to $1 billion in stock (MarketWatch)
  5. More turning to RVs, motor homes to escape COVID-19 — and get away from it all (USA Today)
  6. Defense contractor L3Harris CEO: Tech will ‘drive the future’ of warfare (CNBC)
  7. Palantir Technologies close to stock market debut (Fox Business)
  8. Is now the right time to buy a holiday home abroad? (Financial Times)
  9. Stolen Banksy artwork honoring Bataclan victims found in Italy (USA Today)
  10. Why TikTok’s Addison Rae Is More Than Just a “Pouty Face” (Wall Street Journal)

Be in the know. 15 key reads for Thursday…

  1. Bank of America Stock Stands to Gain on Stress Test and Earnings (Barron’s)
  2. Fed Officials Project No Rate Increases Through 2022 (Wall Street Journal)
  3. Bank of America’s top equity strategist is looking for these signals to get more bullish on stocks (MarketWatch)
  4. Davey the Day Trader Deconstructed (Wall Street Journal)
  5. Exclusive: Pershing Square’s Ackman eyes $1 billion-plus ‘blank-check’ company – sources (Reuters)
  6. Suburban housing is a seller’s market now: Real estate agent (Fox Business)
  7. Regeneron (REGN) announced initiation of first clinical trial of REGN-COV2, dual antibody cocktail for prevention and treatment of COVID-19 (Street Insider)
  8. This Exclusive Dataset Shows Why Investor Optimism Is Surging (Institutional Investor)
  9. Moderna Will Start Testing Vaccine on 30,000 People in July (Barron’s)
  10. Jay Powell delivers dovish message to financial markets (Financial Times)
  11. Mnuchin Backs More Aid to Hard-Hit Small Businesses (Wall Street Journal)
  12. $130 Billion in Small-Business Aid Still Hasn’t Been Used (New York Times)
  13. Pessimistic Pros Missed the Big Rally, and So Did Many Americans (Bloomberg)
  14. Johnson & Johnson To Start Coronavirus Vaccine Human Trials Ahead Of Schedule In July (Benzinga)
  15. Here are the biggest stock-market bets among institutional and retail investors, ranked MarketWatch)

Be in the know. 12 key reads for Wednesday…

  1. Mortgage demand from homebuyers amazes again, now up 13% annually despite rising rates (CNBC)
  2. The Rally in Cyclical Stocks Is Just Getting Started. Citi, Chevron, and 38 Other Stocks to Play the Rebound. (Barron’s)
  3. AMC to reopen theaters globally in July (CNBC)
  4. Six things to watch at the Federal Reserve meeting (Financial Times)
  5. Why Occidental Stock May Have More Upside (Barron’s)
  6. Hong Kong’s dollar peg faces new scrutiny as security law looms (Financial Times)
  7. Value and growth investments gap at 25-year high (Financial Times)
  8. BofA Securities Upgrades Occidental Petroleum (OXY) to Buy; ‘Moving up the risk curve’ (Street Insider)
  9. Gundlach Warns Rising Rates May Lead Fed to Yield-Curve Control (Yahoo! Finance)
  10. 3 Ways to Play the Most Hated Stock Market Rally in History (Barron’s)
  11. Coronavirus Obliterated Best African-American Job Market on Record (Wall Street Journal)
  12. Hassett Sees Another Stimulus Bill From Congress Before August Recess (Wall Street Journal)

Be in the know. 17 key reads for Tuesday…

  1. Fed Makes Small Business Loans Easier to Get (Barron’s)
  2. This Is One Genre of Music That Isn’t Hurting Right Now (Bloomberg)
  3. There’s a ‘disconnect’ with bank stocks and they should climb higher, top analyst says (CNBC)
  4. Value Stocks Are Coming Back as Momentum Shares Lose Their Mojo (Barron’s)
  5. ‘People Are Getting in Planes’: The Travel Business Is Picking Up (New York Times)
  6. US stocks erase all losses for the year (Financial Times)
  7. Fed likely to signal near-zero rates for years (USA Today)
  8. Brinker International says Chili’s is outpacing the competition as hundreds of dining rooms re-open for business (MarketWatch)
  9. Consumers ‘More Optimistic’ About Economy’s Future in May, New York Fed Says (Wall Street Journal)
  10. Once bitten, not shy: Investors again seek margin loans as stocks rally (Reuters)
  11. US frackers to zero in on richest oil fields after coronavirus (Fox Business)
  12. Germany’s ‘ka-boom’ stimulus marks a surprising change (Financial Times)
  13. Tesla, Amazon Backer Baillie Gifford Invests $35M In Air Taxi Startup Lilium (Benzinga)
  14. BofA Securities Upgrades Occidental Petroleum (OXY) to Buy; ‘Moving up the risk curve’ (Street Insider)
  15. 4 new vehicles could change Ford’s financial course (USA Today)
  16. Here’s the only thing investors need to know about the stock market right now, says 50-year veteran (MarketWatch)
  17. This Money Supply Metric Says Stocks Will Keep Rallying (Barron’s)

Be in the know. 18 key reads for Monday…

  1. Party Like It’s 1983 (Wall Street Journal)
  2. Five charts that track the U.S. economy amid reopening progress (CNBC)
  3. Hospitals Got Bailouts and Furloughed Thousands While Paying C.E.O.s Millions (New York Times)
  4. Chimerica Isn’t Dead, but the Pandemic Wounded It (Wall Street Journal)
  5. Oil prices motor to levels not seen in months as OPEC+ extends historic cuts (Fox Business)
  6. AstraZeneca contacted Gilead over potential megamerger: Bloomberg News (Street Insider)
  7. Las Vegas Is Open for Business Again: 4 Top Gaming Stocks (24/7 Wall Street)
  8. New York City reopens under Phase One on Monday (New York Post)
  9. Bull, bear, bull, bear and now a new bull market — whatever’s next, these stocks will outperform, strategist says (MarketWatch)
  10. Japan Bankruptcies Hit Lowest Since the 1960s: What Gives? (Bloomberg)
  11. Fed Debates Whether to Reinforce Low-Rate Pledge With Yield Caps (Wall Street Journal)
  12. Saudi Arabia’s Secret Plans to Unveil Its Hidden da Vinci—and Become an Art-World Heavyweight (Wall Street Journal)
  13. U.S. Fed’s Main Street lending facility likely to start with a whimper (Reuters)
  14. Stanley Druckenmiller says he’s been ‘humbled’ by market comeback, underestimated the Fed (CNBC)
  15. New CEO Bought Stock in UPS (Barron’s)
  16. Barron’s Daily: Travel Stocks Continue Their Rebound. Not Even a Tropical Storm Can Stop the Rally. (Barron’s)
  17. HP Stock Is Slumping. The CEO and a Director Made the First Insider Buys in Years. (Barron’s)
  18. Emerging-Market Rally Seen Unstoppable as Traders Turn to Powell (Bloomberg)

Be in the know. 10 key reads for Sunday…

  1. Move Over, Moderna: Why Pfizer May Be The Better Bet To Deliver A Vaccine By Fall (Forbes)
  2. First CRISPR gene editing trial in cancer patients points to safety of technique in medical treatments (FirstPost)
  3. CT: Indoor dining, gyms, movie theaters, small weddings and events to reopen June 17, three days early (News Times)
  4. Hennessey Unleashes Fastest C8 Corvette Stingray Yet (Maxim)
  5. The Business Of Antibody Tests (NPR Planet Money)
  6. Ferrari 812 Superfast Review: One of the Best Engines of All Time (TheDrive)
  7. Michael Jordan pledges $100M to promote racial equality (Fox Business)
  8. California Gov. Gavin Newsom Reveals TV, Film Production Can Restart June 12 (Hollywood Reporter)
  9. Ariel founder: ‘Black people are locked out’ (Pensions & Investments)
  10. Baker Hughes: US rig count down 17 units to 284 (Oil & Gas journal)